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  • Q3 2019 Municipal Market Overview download

    White papers 5 November 2019

    Though US treasury and municipal yields rose in September, they declined during the quarter as the extended trade war with China continued to have a negative impact on economic activity. The Fed cut interest rates 25bps in both July and September and the market is currently pricing in a third rate cut later this year. Municipal yields rallied 3-30bps across the curve and the Bloomberg Barclays Municipal Bond Index returned 1.6%. Long term munis outperformed ...

  • Q3 2019 - Floating-Rate Loan Market Monitor download

    White papers 5 November 2019

    Corporate debt issued by below-investment-grade borrowers Most issuers are significant in size and scale – and many are familiar household names Companies undertake loans for recapitalizations, acquisitions and refinancings Coupon income from floating-rate loans resets regularly (about every 40-60 days on average) to maintain a fixed spread over a variable base rate, usually LIBOR Loans are often referred to as “senior and secured”: They typically ...

  • Q3 2019 - Emerging Markets Debt Monitor download

    White papers 5 November 2019

    Emerging markets debt (EMD) performance was negative in Q3. The local sovereign index was down slightly due to the strong USD and negative sentiment around the Argentinean election. External debt indices performed better, though this was driven entirely by the decline in UST yields. EM Equities had a weak quarter due to concerns around growth and trade.

  • After the bond rally, beware of bond math’s return download

    White papers 23 October 2019

    Bond market investors have experienced impressive returns this year. Even mortgage-backed securities, which were at the bottom of the pack for fixed-income sectors in year-to-date performance through September 30, returned 5.60%, which easily eclipsed the 1.28% gained by the fixed-income leader for all of 2018, municipal bonds...

  • Monthly Market Monitor - October 2019 download

    White papers 18 October 2019

    Eaton Vance Monthly Market Monitor presents a concise review of economic and asset class data through clear and impactful charts. Providing timely information across a broad array of markets and investment topics, this guide serves as a helpful resource in providing connectivity between changing market events and implications for investor portfolios.

  • Avoiding correlation creep in emerging markets debt download

    White papers 1 October 2019

    The rise of emerging markets debt (EMD) into a mainstream asset class has, in our view, been broadly beneficial for investors. Not only does the asset class offer a unique source of income and exposure to some of the fastest-growing parts of the world, the addition of EMD to portfolios comprising developed-markets fixed income can offer useful diversification benefits.

  • Monthly Market Monitor - September 2019 download

    White papers 24 September 2019

    Eaton Vance Monthly Market Monitor presents a concise review of economic and asset class data through clear and impactful charts. Providing timely information across a broad array of markets and investment topics, this guide serves as a helpful resource in providing connectivity between changing market events and implications for investor portfolios.

  • Avoiding “diversification decay” in emerging-markets debt download

    White papers 24 September 2019

    In the past decade, there has been a 350% increase in institutional holdings of emerging-markets (EM) debt, much of which has been invested in index-based strategies.

  • Emerging market debt: Navigating the allocation dilemma download

    White papers 24 September 2019

    Emerging-market (EM) economies and their capital markets continue to have strategic significance for institutional investors.

  • New country research head explains how role will enhance Eaton Vance’s edge in EM debt download

    White papers 24 September 2019

    Marshall L. Stocker, Ph.D., CFA, an economist and portfolio manager in Eaton Vance’s Global Income team, has been appointed Director of Country Research, leading a team focused on analysing country-level political-economic policies.

  • Emerging markets debt: Determinants of sovereign bond quality and returns download

    White papers 23 September 2019

    In this paper, Eaton Vance explores the key drivers of sovereign bond ratings, spread performance and frequency of defaults for a data set of 127 countries from 2000 to 2016. The findings demonstrate the determinant role that economic policy plays, in particular, which is analysed alongside other macro variables related to the real economy, external sector and political orientation of the government.

  • New country research head explains how role will enhance Eaton Vance’s edge in EM debt download

    White papers 9 September 2019

    Marshall L. Stocker, Ph.D., CFA, has been appointed Director of Country Research, leading a team focused on analysing country-level political-economic policies. The creation of the role comes amid recognition of the primacy of country research vis-à-vis the team’s consistently strong performance record, ongoing client interest in understanding what differentiates Eaton Vance’s research process from other investment managers.

  • Eaton Vance Multi-Asset Credit (MAC) strategy three-year highlights download

    White papers 28 August 2019

    Recap of the basics Objective: We are trying to earn credit risk premium from liquid markets around the world and to deliver attractive risk-adjusted returns over a full cycle. Blended index benchmark: 50% S&P LSTA Loans and 50% ICE BAML Developed Markets High Yield-ex Sub Fins (HYDF) – hedged to USD. Secondary benchmark: LIBOR Return target: Index benchmark 1-2%, or LIBOR 4% through a full market cycle Asset class: Given ...

  • High loan yields signal a buying opportunity download

    White papers 14 August 2019

    Loans are currently the highest-yielding major credit asset class – the first time in many years it has eclipsed both emerging-markets debt and high-yield bonds. A close look at loan performance in the last three Fed-cut environments shows that they performed comfortably in line with their long-term historical average. The loan market appears strong, based on credit and technical factors, though close attention to issuer strength is warranted in the late stages ...

  • Monthly Market Monitor - August 2019 download

    White papers 9 August 2019

    Eaton Vance Monthly Market Monitor presents a concise review of economic and asset class data through clear and impactful charts. Providing timely information across a broad array of markets and investment topics, this guide serves as a helpful resource in providing connectivity between changing market events and implications for investor portfolios.

  • Volatility is likely path forward for high yield after strong advance in first half of 2019 download

    White papers 6 August 2019

    Aided by expectations of monetary easing, the second quarter of 2019 saw high-yield corporate bonds on both sides of the Atlantic continue one of their best starts to a year this century. Gains came amid increased financial and political uncertainty, with the high-yield market pricing in a fairly benign future path; one – particularly in the US – that may not materialise. We expect continued volatility in this asset class. Valuations are tight relative to history ...

  • Monthly Market Monitor - July 2019 download

    White papers 22 July 2019

    Eaton Vance Monthly Market Monitor presents a concise review of economic and asset class through clear and impactful charts.

  • Emerging Markets Debt Offering at Eaton Vance weblink

    White papers 30 June 2019

    Eaton Vance ventures beyond the limited reach of many emerging markets debt strategies, offering investors access to one of the broadest spectrums of investable opportunities in this asset class.

  • Eaton Vance Global Macro Absolute Return Advantage download

    White papers 19 June 2019

    Designed to seek steady risk-adjusted returns that lower portfolio volatility...

  • Emerging Markets Debt: Navigating the Allocation Dilemma download

    White papers 18 June 2019

    Positive fundamental changes in emerging markets over the past 10-15 years, along with robust economic growth and the proliferation of emerging-market debt (EMD) indices, have helped transform EMD into a mainstream asset class.

  • Monthly Market Monitor - April 2019 download

    White papers 17 April 2019

    Eaton Vance Monthly Market Monitor presents a concise review of economic and asset class data through clear and impactful charts. Providing timely information across a broad array of markets and investment topics, this guide serves as a helpful resource in providing connectivity between changing market events and implications for investor portfolios. Use Eaton Vance Monthly Market Monitor as a critical desk reference that enables more informed discussion and understanding of financial ...

  • EM strikes back weblink

    White papers 4 April 2019

    Emerging-markets (EM) debt started the year with a bang, as a dovish U.S. Federal Reserve, attractive starting valuations and improving EM fundamentals delivered for the asset class. All three indexes were strongly positive for the first quarter...

  • Monthly Market Monitor: February 2019 download

    White papers 8 February 2019

    Eaton Vance Monthly Market Monitor presents a concise review of economic and asset class data through clear and impactful charts. Providing timely information across a broad array of markets and investment topics, this guide serves as a helpful resource in providing connectivity between changing market events and implications for investor portfolios.

  • Breaking through in the Balkans: The improving investment case for Serbia’s local currency debt download

    White papers 30 August 2018

    In this paper, Eaton Vance’s Global Income team explains why they believe the investment case for Serbia’s local currency debt is one of the most attractive in the emerging-markets and frontier universe today.

  • Fundamentals for US high yield remain strong, but likely sources of near-term volatility are increasing download

    White papers 30 August 2018

    This white paper looks at the outlook for US high yield and why the Eaton Vance high-yield team have opted for a somewhat conservative, slightly defensive investment approach at this juncture.

  • Changing tack: Credit’s strategic value in the new interest-rate cycle download

    White papers 30 August 2018

    In this paper, the Multi-Asset Credit team discuss the upward turn in the rate cycle and share research findings to illustrate why a strategic allocation to credit merits consideration today.

  • Continuity and change in credit markets download

    White papers 29 May 2018

    In this paper, the Eaton Vance Multi Asset Credit team explains why, in spite of today’s favourable market conditions, they believe the current environment warrants a cautious stance.

  • Monthly Market Monitor: May 2018 download

    White papers 1 May 2018

    Eaton Vance Monthly Market Monitor presents a concise review of economic and asset class data through clear and impactful charts.

  • High yield fundamentals positive, but market susceptible to shifts in sentiment download

    White papers 1 April 2018

    The pickup in market volatility in the first two months of 2018 as fears about inflation, valuation levels and diminishing central bank largesse took their toll on investor sentiment has led some investment professionals to warn that the stage is now set for a protracted correction in credit risk premia.

  • Monthly Market Monitor: April 2018 download

    White papers 31 March 2018

    Eaton Vance Monthly Market Monitor presents a concise review of economic and asset class data through clear and impactful charts.

  • Loan market merits optimism and caution for 2018 download

    White papers 6 March 2018

    Floating-rate loans returned 4.1% in 2017, as consistently strong market pricing reflected accelerating economic growth, continuing strong fundamentals, limited net new issuance and firm demand.

  • Eaton Vance Emerging Markets Local Income (EMLI) strategy: Casting the widest net in emerging-markets debt download

    White papers 7 February 2018

    In 2017, investors rediscovered their enthusiasm for emerging-markets local currency debt.

  • The market’s question for 2018: Will inflation surprise to the upside? download

    White papers 1 February 2018

    The fixed-income market in 2017 was bracketed by two momentous events: President Trump’s election and the passage in December of the first major US federal tax reform since 1986. Much of the market’s direction over the course of the year was driven by reaction to the former and anticipation of the latter.

  • High-yield market shows strength, and reasons for caution download

    White papers 17 January 2018

    In this Q&A, the Eaton Vance high-yield portfolio team reviews the market’s third-quarter results, and shares their outlook for rest of 2017.

  • Loans seen as offering value, with or without rate increases download

    White papers 17 January 2018

    In this Q&A, Ralph Hinckley offers his perspective on the floating-rate loan market for the third quarter, and what he sees ahead for the remaining balance of 2017.

  • Monthly Market Monitor: January 2018 download

    White papers 15 January 2018

    Eaton Vance Monthly Market Monitor presents a concise review of economic and asset class data through clear and impactful charts.

  • Following strong first half, US high yield merits cautious optimism going forward download

    White papers 15 January 2018

    In this Q&A, the Eaton Vance US high-yield portfolio team discusses its mid-year perspective on the market, including the outlook for rest of 2017.

  • Monthly Market Monitor: December 2017 download

    White papers 7 December 2017

    Eaton Vance Monthly Market Monitor presents a concise review of economic and asset class data through clear and impactful charts.

  • Loans poised to benefit from a rising-rate environment download

    White papers 1 December 2017

    In this Q&A, Ralph Hinckley offers his perspective on the market through midyear and what he sees ahead for the balance of 2017.

  • Monthly Market Monitor: October 2017 download

    White papers 19 October 2017

    Eaton Vance Monthly Market Monitor presents a concise review of economic and asset class data through clear and impactful charts.

  • Parametric emerging markets strategy capacity download

    White papers 13 September 2017

    In this note, we describe how we estimate the capacity of the Parametric Emerging Markets strategy.

  • Monthly Market Monitor: September 2017 download

    White papers 12 September 2017

    Eaton Vance Monthly Market Monitor presents a concise review of economic and asset class data through clear and impactful charts.

  • Emerging-market debt: Navigating the allocation dilemma download

    White papers 31 March 2017

    Emerging-market economies and their capital markets continue to have strategic significance for institutional investors.

  • Capitalising on the growth of the global high-yield market download

    White papers 31 March 2017

    High-yield bonds occupy a special capital market niche. As obligations of companies with below-investment-grade credit ratings, they offer higher yields to compensate investors for accepting additional credit risk.

  • Following a strong year for loans, it’s back to the (floating) future download

    White papers 31 March 2017

    In this Q&A, Craig Russ and Ralph Hinckley discuss their perspective on the market, and what they see ahead for 2017.

  • Trump era signals higher rates, volatility and opportunity download

    White papers 17 January 2017

    Donald Trump’s surprising victory was a game changer for the markets. His election sparked the kind of change in investor psychology that we have not witnessed since the end of the financial crisis.

  • The enduring value of high-yield bonds download

    White papers 7 December 2016

    High-yield bonds occupy a special capital market niche. As obligations of companies with below-investment-grade credit ratings, they offer higher yields to compensate investors for accepting additional credit risk. Generally, the lower the bond rating, the higher the yield.

  • Capitalising on the growth of the global high-yield market download

    White papers 30 November 2016

    High-yield investors today have many investment choices from corporate issuers across the globe.

  • US yield curve doesn’t yield the same insights download

    White papers 31 October 2016

    The U.S. bond market yield curve long has been viewed as a leading indicator of economic activity. In the late stage of an expansion, a flattening of the curve might result from the U.S. Federal Reserve’s action to raise its target fed funds rate in an attempt to control inflationary growth.

  • Eaton Vance and multi-asset credit: a distinctive proposition download

    White papers 31 October 2016

    Eaton Vance’s MAC strategy offers broad, long-biased exposure to higher yielding credit asset classes and seeks to deliver attractive risk-adjusted returns by capturing credit risk premia over the long term.

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